From 2016 to 2020, I was in your shoes, working a high-paying tech job. The work was demanding, and I felt the pressure and burnout. I was making great money, but I also felt stuck.

So in 2020, I decided to walk away. But, before I did, I had a hunch.

I realized the traditional financial services industry was completely ignoring high-income tech professionals like us. 

They were focused on serving retirees who already had big portfolios, overlooking a huge number of people in our generation who wanted and needed planning now, not in 20+ years.

So in 2020, I decided to walk away from my job. I helped launch Coastal Capital Advisors with a single mission: to help tech employees build financial plans that simplify their money, reduce stress, and become work-optional.

Since then, I've had the privilege of helping tech professionals achieve incredible results, including:
- Planning for equity compensation to make the most of their company stock.
- Creating a clear savings and investment plan for their future.
- Developing a tax strategy to maximize their wealth over a lifetime.

I didn't figure this out overnight. It took countless hours of research, practice, and hands-on experience helping dozens of tech professionals navigate their complex financial lives. 

Now, I transfer all of that hard-earned knowledge to you so you can win with your money and build a secure financial future.

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Here's exactly how I can help you. ⤵️

📃Free Resources (check out my featured section)

1) Daily posts
2) Free newsletter: Get a 5-minute email on the 2x / month with practical financial tips for tech professionals
3) Free guide: The Financial Planning for Procore Employees Whitepaper

📃Work With Me 1:1

See my featured section to schedule an intro call

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I've helped 125+ families simplify their money, build a plan for their stock and savings, and minimize taxes

I want to help YOU use your money to build the life you actually want

Ready?

Either shoot me a DM or book a time in my featured section

Joe Marshall

Caterpillar Inc.

Engineering Manager responsible for leading product development of electronic components and systems supporting Caterpillar Power Systems including Marine, Oil & Gas, Electric Power, and Rail applications.

Technical Manager

Engineering Manager responsible for AC electric drive components including motors, generators, and power converters utilized in off-highway machinery and equipment.

Engineering Manager responsible for product development of large diesel generator sets ranging in power from 1000 - 4000 kW.

Engineering Manager

11 years with Caterpillar in a variety of positions supporting the Electric Power Generation business:
6 Sigma Black Belt, Marketing, Purchasing, Design Engineering & Project Mgmt positions.

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The Battle

Joe Marshall

Darrin Heflin

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